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QRSVX
Mutual Fund ticker: NASDAQ
AS OF
Aug 25 closing price
Price
$44.18
Change
-$0.04 (-0.09%)
Net Assets
1.04B

QRSVX FPA Queens Road Small Cap Value Inv Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital growth... Show more

Category: #Small Value
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A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital growth. The fund seeks to achieve its investment objective by investing primarily in the equity securities (common stocks, preferred stocks and convertible securities) of small capitalization U.S. companies. Under normal circumstances, it will invest at least 80% of its assets (for the purpose of this requirement, net assets include net assets plus any borrowings for investment purposes) in equity securities of companies with small market capitalization.

Market Cap

The average market capitalization across the FPA Queens Road Small Cap Value Inv MF is 7.42B. The market cap for tickers in the group ranges from 3.92B to 12.26B. SNX holds the highest valuation in this group at 12.26B. The lowest valued company is PVH at 3.92B.

Volume

The average weekly volume growth across all stocks in the FPA Queens Road Small Cap Value Inv MF was 5%. For the same stocks of the MF, the average monthly volume growth was 29% and the average quarterly volume growth was 35%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 62
P/E Growth Rating: 35
Price Growth Rating: 49
SMR Rating: 48
Profit Risk Rating: 32
Seasonality Score: -76 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
FPA Funds Trust11400 W. Olympic Blvd., Suite 1200Los Angeles
Phone
N/A
Web
www.fpafunds.com
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QRSVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, QRSVX has been closely correlated with VISVX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if QRSVX jumps, then VISVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To QRSVX
1D Price
Change %
QRSVX100%
N/A
VISVX - QRSVX
94%
Closely correlated
N/A
VSIAX - QRSVX
94%
Closely correlated
N/A
VSIIX - QRSVX
94%
Closely correlated
N/A
DFFVX - QRSVX
93%
Closely correlated
-0.60%
DFSVX - QRSVX
93%
Closely correlated
-0.53%
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